Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253B
AUM Growth
+$26.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,404
New
Increased
Reduced
Closed

Top Buys

1 +$1.2B
2 +$1.03B
3 +$651M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$644M
5
VUG icon
Vanguard Growth ETF
VUG
+$541M

Sector Composition

1 Industrials 9.06%
2 Technology 8.88%
3 Healthcare 8.47%
4 Financials 7.45%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$221K ﹤0.01%
18,232
+2,549
3902
$221K ﹤0.01%
62,350
-81,900
3903
$221K ﹤0.01%
5,377
-8,608
3904
$220K ﹤0.01%
16,989
-35,643
3905
$219K ﹤0.01%
9,504
-1,809
3906
$218K ﹤0.01%
8,874
-868
3907
$218K ﹤0.01%
2,658
-220,002
3908
$218K ﹤0.01%
13,590
+3,036
3909
$217K ﹤0.01%
5,853
+132
3910
$216K ﹤0.01%
4,327
+1,729
3911
$216K ﹤0.01%
5,319
-13,198
3912
$216K ﹤0.01%
26,239
-74,328
3913
$216K ﹤0.01%
29,824
+406
3914
$215K ﹤0.01%
11,508
-145,970
3915
$215K ﹤0.01%
3,025
-953
3916
$215K ﹤0.01%
3,024
-13,174
3917
$215K ﹤0.01%
30,159
+14,859
3918
$214K ﹤0.01%
10,441
+149
3919
$213K ﹤0.01%
15,006
-31,022
3920
$212K ﹤0.01%
27,795
-9,580
3921
$212K ﹤0.01%
5,677
-4,526
3922
$212K ﹤0.01%
10,863
-45,879
3923
$212K ﹤0.01%
60,200
+15,200
3924
$212K ﹤0.01%
25,168
-11,873
3925
$211K ﹤0.01%
19,019
-4,010